Income Tax Preparation

“Very friendly and helpful, good at answering questions. I will be back next year for sure.”

During March and April 2016, 22 volunteers prepared over 1,800 income tax returns for low-income seniors. This program, in partnership with the Community Volunteer Income Tax Program of the Canada Revenue Agency, ensures that seniors continue to access the financial assistance for which they are eligible.

Eligibility requirements for accessing tax preparation services are: annual income of less than $35,000 for singles or $45,000 for a couple; no income from rental property, farming or self-employment; no capital gains (except as reported on a T3 or T5).

This service is by appointment only. Call 780-423-5510 beginning February 13, 2017 or visit Sage to make an appointment through the 3rd floor receptionists. When making an appointment, please indicate how many years of income tax returns you need completed, and whether it is for just you, or your spouse also.

What to bring when you come:

  • Your 2015 tax return and assessment notice, if possible
  • All your information slips (T3, T4, T5, and information about any other income not included on a “T” slip)
  • Receipts for medical expenses (a printout for the year from your pharmacist is ideal for prescription expenses)
  • Receipts for charitable donations
  • Bus pass receipts for monthly or annual pass

If you have mobility issues, we now have a volunteer who can come to you. Please call 780-423-5510 and let the receptionist know that you have difficulty getting out, and need someone to come to your home for income tax preparation. We will call you back to arrange a time for our volunteer to come.

For more information about the program, call 780-701-9003 or email cjahns@mysage.ca.

For more information on volunteering for the Income Tax program, click here.

To learn more about why we offer income tax preparation for low-income seniors, click here.

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